BENCHTRUE

Owners

Goods & Services

Downloadable cloud-computing software for objective evaluation of professional practices in the wealth management and financial services industry by using algorithms for comparing professional performance against industry standards, visualizing professional assessment results and generating data-driven insights

Providing on-line non-downloadable software for professional evaluation and benchmarking in the wealth management and financial services industry by using algorithms for comparing professional performance against industry standards, visualizing professional assessment results and generating data-driven insights

Business consulting services in the field of evaluating and benchmarking financial advisors and wealth management professionals; outsource service provider in the field of financial advisor performance analytics; marketing analysis services in the field of wealth management; business evaluations of financial advisors in the wealth management industry